Adding Cases | SalesJunction|Web based CRM for Small Business

Adding Cases

From the Case Views screen, select the New Case link located on the left-side of the screen just above the listing of cases. You can also create a new case from the Account Detail screen, by clicking on the Case button and then the New link. Cases can be used for a variety of purposes, from typical case management issues such as service and support tracking, to other internal company functions such as tasks and projects.

 

The following form will then be displayed:

 

 

 

Case ID

The system will automatically create a Case ID number once you Finish the form.

 

Account

Select an Account that the new Case will be related to by clicking on the icon, and selecting the name from the list.

 

Contact

Select a contact for the new Case by clicking on the icon, and selecting the name from the list.

 

Assigned To

Cases can be assigned to a specific user, click on the icon and selecting their User ID from the list.

 

Type

Select the user-defined Case Type by clicking on the icon and selecting the type from the list.

 

Status

Select the user-defined Case Status by clicking on the icon and selecting the status from the list.

 

Priority

Select the user-defined Case Priority by clicking on the icon and selecting the priority level from the list.

 

Due Date

Select the date from the calendar when the Case is to be completed.

 

Percent Complete

Since this is a new Case, you will likely leave this 0.  However, later the progress on the Case can be updated to reflect the percent that is complete.

 

Subject

Enter a brief subject or title for the Case.

 

Subject

Enter a description for the Case.

 

Saving The New Case Information

To save the entries and add the new case, select Finish. The program will return to the previous screen and display the updated list of cases.

 

Select Cancel if you want to discard any changes and return to the previous screen.

 

 

Your system administrator can maintain and customize the list of available options for the Case Type, Case Status, and Case Priority to match the needs and standards used by your company. These lists are maintained in the Setup area.

 

 

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